Wealth in the Fifth Dimension

In today's episode we will be discussing how we allow the opinions and perceptions of others to influence our path. We discussed the implications of this and how it can impact so many areas of our lives. Tune in today.

¿Estás ocupado durante la semana? ¿Cómo gestiona la vida familiar y empresarial? Es una locura, lo sé. Luché con esto de vez en cuando, pero encontré un enfoque único que me ha ayudado a encontrar un equilibrio más cercano entre el éxito y la plenitud. Sintonice hoy mientras comparto este regalo con usted.

Are you busy during the week? How do you manage the family and business life? It's crazy I know. I struggled with this on and off but I found a unique approach that has helped me find a closer balance between success and fullfilment. Tune in today as I share this gift with you.

Mi mami siempre me mencionaba sobre la ley del cangrejo. Dos pasos para adelante y tres para atrás. En el show de hoy vamos a platicar sobre el crecimiento, como lograrlo, y más importante como mantenerlo. Los veo adentro del show....

In this episode we discuss strategies to accelerate and retain your growth. Many people are stuck wanting to do something and others are stuck in doing too many things with lackluster results. Tune in today as we discuss real life examples of my own experience, strength, and hope regarding this topic... Tune in today.

Why are you beating yourself about what happened yesterday? In this episode we discuss two of the worst emotions an human being can process and what you can do about it. Tune in today. Go to the link in the bio to get your LIMITED TIME ONLY : Virtual Insights Newsletter 100% FREE

Don't rely on others until you know this …. I recently reallocated millions of dollars on behalf of my clients. Knowledge (why and what) and Leverage (How) It would be a daunting task to rebalance millions of dollars if I didn't know what I was doing. Before you can leverage the how I must know the what and why of of things. In what area of your business or life are you leveraging your time or mon...

The impostor in me is the death of me… Have you ever had a dream you put on hold because someone told you that you had the wrong dream? I have. And, when we buy others plans for us we become impostors in our own lives. This can cost us money and most importantly time we can never get back. Tune in to today's episode as we discuss the importance of following your heart to get what YOU want...

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HAVE YOU EVER EVALUATED THE RELATIONSHIP BETWEEN EGO AND MONEY? Joe Soto here fiduciary financial advisor and founder of the financial literacy company, the Joe Soto Project. My goal is to help you understand money to make better decisions for yourself and your loved ones. I am working in my off time on an online course to teach families the fundamentals of financial planning and improve financial...

Joe Soto here, today’s topic is what do you want? Why this is so important is because I often see people that come into my office. Most of the time, when I meet people that come into my office, it’s because they had a negative experience. And one of the first things that I talk to my clients about when I sit down with them, I take them through my financial planning process, where we create customi...

Joe Soto here! So I want to talk about the idea of gratitude. Recently, I did an 18-month outlook across the different spheres of my life. I uncovered that I don't have a problem sharing gratitude with other people. I don't have a problem telling my clients, my spouse, and my kids; “thank you guys, I appreciate you, I love you.” I recognize “I am awesome in these categories because I've done A, B,...

Joe Soto here, I recently had a discussion about the virus and everything going on right now. So for today, I want to share with you 4 things that I'm thinking about on behalf of my clients.   So let's get on with the topic of the day; “what am I concerned about on behalf of my clients?”  The 1st thing is our relationship with China!  China is intertwined in the global commerce economy of the majo...

DO YOU HAVE A WRITTEN FINANCIAL PLAN? Joe Soto here! I've met different types of clients, who have had both a positive and a negative experience investing.  What happens is when individuals need help and they go to a major firm, oftentimes they find a salesperson, and what ends ups getting bad prescription. And then come to me and say “Joe, I thought I had a conservative account and the bottom ble...

Joe Soto here! The topic of today is the most important question that you have to ask your financial professional. Are you a fiduciary? Now why is that relevant to you? To educate you and empower you, so that you understand the rules of the game before you get into the game.  That you trust but that you verify.  So I have one takeaway, if you are working with a financial advisor, I want you to edu...

  Joe Soto here! Do you have a 401k or own stocks or bonds? And you’re wondering where to invest it in these uncertain times? I want to share the fundamentals principles to some of the basic investment vehicles that are out there. Oftentimes people invest money in vehicles, and don't understand what it is that they own.  Stocks, Bonds, ETF, and Mutual Funds cover a big chunk of the Market.  A Stoc...

  Joe Soto here! “Have you ever thought about hiring a financial advisor and where to find one? There are so many options like the Chase Bank, Wells Fargo's, etc. People wonder what's the difference between these firms? I hear the same stories like “I signed up for this, they over promised and under delivered.” My firm turns the cards on Wall Street, I use Wall Street to serve as custodians to pro...

Ever wondered what's going to happen post Covid-19? So today, I'm going to share with you the key concerns. “Concerns- the virus is still here, no cure, no vaccine, no treatment, and this disease is highly infectious.” Election year presents a unique challenge to the stock market, because it usually adds volatility to it. Trade negotiations between the United States and China impact the world, as...

Joe Soto here, the founder of the Joe Soto project, have you ever questioned whether your financial advisor was looking out for your interest? Today, we’re going to answer this question. Which product do you think Sam’s Club makes more money off? Do you think they make more money off of selling the name brand products they sell like Ralph Lauren, or do you think they're better off selling Sam’s ho...

Joe Soto here with the Joe Soto project. Today, we're going to talk about “What exactly it takes to become a financial adviser.” If you're somebody looking at getting into the industry, or if you're an investor, wouldn't you want to know the barrier of entry, the qualifications, and the processes? What are the educational requirements? How do you know that the person that you're dealing with has t...

Joe Soto here, founder of the Joe Soto Project, I am going to talk to you about something that is important for anyone who has investments or who is thinking about investing and wants to maybe hire some help to open up an investment account. One of the biggest misconceptions is that all financial advisors are created equal. When you're talking to a real financial adviser/planner; they're going to...

Gold nuggets dropped on this one. If youre a financial advisors or you're a person attempting to navigate the financial services industry looking for help then this episode is for you. Tune in today.

In todays episode we discuss some of the challenges professionals face in the relationship business. How do you serve your clients interst while meeting your goals ans your companies demands. Tune in today.

In this episode we dive in on the importance of having a target client and we discuss a simple three step process on how to execute the strategy.

One of the biggest mistakes I made when I got into the wall street boat was not understanding this formula I allowed others to dictate my fishing pole, tackle, and my bait It was not cool or exciting not knowing what could possibly get stuck on my pole Some don't make it people literally die from pulling in the wrong fish The price to pay on the wall street boat was simple just bring in the fish a...